Notify me when Weil Company, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 116 | $416M | +$16.9M | -$3.95M | +$12.9M | BRTR, VOO, AAPL, VT, PSA | 13F-HR | 11/6/2025, 09:19 PM |
| Q2 2025 | 114 | $379M | +$96.7M | -$70.1M | +$26.7M | BRTR, VOO, VT, AAPL, PSA | 13F-HR | 8/7/2025, 03:48 PM |
| Q1 2025 | 104 | $335M | +$73.1M | -$23.4M | +$49.7M | BRTR, IUSV, AAPL, SPY, PSA | 13F-HR | 4/30/2025, 05:23 PM |
| Q4 2024 | 105 | $289M | +$53.3M | -$66.5M | -$13.2M | AAPL, IUSV, PSA, BRTR, VT | 13F-HR | 2/4/2025, 07:39 PM |
| Q3 2024 | 142 | $305M | +$28.4M | -$20.4M | +$8.02M | AAPL, PSA, IUSV, BKCI, BRTR | 13F-HR | 11/4/2024, 04:37 PM |
| Q2 2024 | 145 | $274M | +$43.3M | -$23.7M | +$19.6M | AAPL, PSA, BKCI, IUSV, SPY | 13F-HR | 8/5/2024, 05:19 PM |
| Q1 2024 | 150 | $252M | +$31.9M | -$18.1M | +$13.8M | PSA, AAPL, BKCI, SPY, BRKB | 13F-HR | 5/2/2024, 09:20 PM |
| Q4 2023 | 135 | $228M | +$34.7M | -$27.4M | +$7.24M | AAPL, PSA, BKCI, SPY, BRKB | 13F-HR | 2/9/2024, 03:54 PM |
| Q3 2023 | 154 | $201M | +$14.8M | -$25.8M | -$11M | AAPL, PSA, UTHR, BKCI, BRKB | 13F-HR | 11/8/2023, 05:10 PM |
| Q2 2023 | 146 | $225M | +$13.3M | -$15.3M | -$1.98M | AAPL, PSA, UTHR, BRKB, BKCI | 13F-HR | 8/8/2023, 05:01 PM |
| Q1 2023 | 143 | $220M | +$24.9M | -$29.1M | -$4.19M | PSA, AAPL, UTHR, BRKB, BKCI | 13F-HR | 5/8/2023, 05:19 PM |
| Q4 2022 | 138 | $220M | +$56.7M | -$6.98M | +$49.7M | PSA, AGG, AAPL, UTHR, SPY | 13F-HR | 2/7/2023, 07:20 PM |
| Q3 2022 | 122 | $163M | +$15.4M | -$5.13M | +$10.3M | PSA, AAPL, UTHR, CVS, BRKB | 13F-HR | 11/9/2022, 01:42 PM |
| Q2 2022 | 124 | $178M | +$24.9M | -$5.23M | +$19.6M | PSA, AAPL, UTHR, PSB, AGG | 13F-HR | 8/4/2022, 05:53 PM |
| Q1 2022 | 124 | $199M | +$21.9M | -$19.5M | +$2.41M | PSA, AAPL, PSB, UTHR, BRKB | 13F-HR | 5/5/2022, 07:22 PM |
| Q4 2021 | 141 | $214M | +$17.6M | -$14M | +$3.62M | PSA, AAPL, PSB, CVS, HLI | 13F-HR | 2/9/2022, 08:08 PM |
| Q3 2021 | 139 | $192M | +$6.66M | -$11.7M | -$5.01M | PSA, AAPL, PSB, HLI, JPM | 13F-HR | 11/12/2021, 03:46 PM |
| Q2 2021 | 145 | $198M | +$20.6M | -$12.3M | +$8.27M | PSA, AAPL, PSB, HLI, IAU | 13F-HR | 7/19/2021, 07:26 PM |
| Q1 2021 | 139 | $176M | +$20.5M | -$23M | -$2.41M | PSA, AAPL, PSB, DIS, JPM | 13F-HR | 5/12/2021, 09:53 AM |
| Q4 2020 | 133 | $167M | +$15.4M | -$9.56M | +$5.87M | AAPL, PSA, SEDG, PSB, DIS | 13F-HR | 2/9/2021, 08:32 PM |
| Q3 2020 | 113 | $137M | +$25.3M | -$5.66M | +$19.6M | PSA, AAPL, SEDG, PSB, IAUXXXX | 13F-HR | 11/12/2020, 04:22 PM |
| Q2 2020 | 99 | $118M | +$9.4M | -$13.1M | -$3.72M | PSA, AAPL, PSB, SEDG, IAUXXXX | 13F-HR | 8/13/2020, 01:15 PM |
| Q1 2020 | 95 | $106M | +$12.1M | -$3.43M | +$8.64M | PSA, MOO, AAPL, PSB, HLI | 13F-HR | 5/15/2020, 11:57 AM |
| Q4 2019 | 113 | $131M | +$4.71M | -$3.64M | +$1.06M | PSA, MOO, AAPL, PSB, DIS | 13F-HR | 2/13/2020, 11:29 AM |
| Q3 2019 | 375 | $135M | +$18.4M | -$7.28M | +$11.1M | PSA, MOO, PSB, AAPL, DIS | 13F-HR | 11/13/2019, 03:49 PM |
| Q2 2019 | 98 | $123M | +$5.35M | -$4.38M | +$972K | PSA, MOO, PSB, AAPL, DIS | 13F-HR | 8/12/2019, 03:42 PM |
| Q1 2019 | 101 | $120M | +$4.56M | -$6.4M | -$1.84M | PSA, MOO, PSB, AAPL, DIS | 13F-HR | 5/13/2019, 11:32 AM |
| Q4 2018 | 98 | $110M | +$10.1M | -$3.11M | +$6.99M | PSA, MOO, PSB, AAPL, DIS | 13F-HR | 2/11/2019, 07:58 PM |
| Q3 2018 | 100 | $121M | +$5.69M | -$5.68M | +$8.62K | PSA, MOO, AAPL, PSB, DIS | 13F-HR | 11/7/2018, 03:45 PM |
| Q2 2018 | 97 | $118M | +$12.5M | -$5.54M | +$6.94M | PSA, MOO, AAPL, PSB, DIS | 13F-HR | 8/13/2018, 04:31 PM |
| Q1 2018 | 90 | $107M | +$8.03M | -$4.29M | +$3.74M | PSA, MOO, AAPL, PSB, DIS | 13F-HR | 5/11/2018, 05:11 PM |
| Q4 2017 | 93 | $109M | PSA, AAPL, MOO, PSB, DIS | 13F-HR | 2/14/2018, 11:39 AM |